Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
H L ORMOND & COMPANY LLC | Equity | 901 | $906,000 | 7,959 | 1.47 | 7,959 | +Inf | 06-30-2022 | |
CHOATE INVESTMENT ADVISORS | COM | 902 | $916,066 | 7,943 | 0.00 | 0.00 | 538 | 7.27 | 09-30-2023 |
KOSHINSKI ASSET MANAGEMENT INC | COM | 903 | $974,165 | 7,933 | 0.00 | 0.00 | 1,968 | 32.99 | 03-31-2024 |
SIMPLICITY SOLUTIONS LLC | COM | 904 | $944,512 | 7,930 | 0.00 | 0.00 | -289 | -3.52 | 12-31-2023 |